317 Retirement Withdrawal Strategies

Sound Retirement Planning Podcast

In this episode Jason gives an overview of 7 withdrawal strategies for retirement income planning. Below are resources for your continued education: Here is a link to the ultimate retirement calculator that Jason and his team developed. Using this calculator can help you answer the questions of Have we saved enough?Are we going to be […]

316 Why Asset Allocation Is So Important

Sound Retirement Planning Podcast

Below are links to resources for you to review as you research asset allocation for your retirement withdrawal strategy: Callan Periodic Table of Investment Returns 2000-2019:https://www.callan.com/wp-content/uploads/2020/01/Classic-Periodic-Table.pdf Morningstar – The Bucket Investors Guide To Setting Asset Allocation For Retirement:https://www.morningstar.com/articles/839520/the-bucket-investors-guide-to-setting-asset-allocation-for-retirement Vanguard – The global case for strategic asset allocation:https://static.vgcontent.info/crp/intl/auw/docs/literature/research/The-global-case-for-strategic-asset-allocation.pdf Roger Ibbotson – The Importance of Asset Allocation:https://www.researchgate.net/publication/256006024_The_Importance_of_Asset_Allocation […]